Difference between revisions of "Order Entry Help"

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== '''Create a batch''' ==
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=='''Step 1: Create a batch''' ==
 
* Navigate to '''Batches -> New Batch'''
 
* Navigate to '''Batches -> New Batch'''
 
''Note: Genotyping Orders can be created only if study exists''
 
''Note: Genotyping Orders can be created only if study exists''
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[[File:dna_order_2.png]]
 
[[File:dna_order_2.png]]
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=='''Step 2: Batch Definition'''==
  
 
* Provide the batch details in the “Batch Definition” page. Provide the batch name, and Sample Type. Say, Batch Name is “Seq_Batch_1” and Sample Type “is “DNA” from the drop-down.  
 
* Provide the batch details in the “Batch Definition” page. Provide the batch name, and Sample Type. Say, Batch Name is “Seq_Batch_1” and Sample Type “is “DNA” from the drop-down.  
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** Once upload is done, the number of samples should appear in the ‘Number of Samples’ text box<br />
 
** Once upload is done, the number of samples should appear in the ‘Number of Samples’ text box<br />
 
** Click on “Next Step (Sample Description)”. <br />
 
** Click on “Next Step (Sample Description)”. <br />
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=='''Step 3: Sample Description'''==
  
 
[[File:dna_order_6.png]]
 
[[File:dna_order_6.png]]
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** If you require more annotation fields use this drop down.  There are default annotations listed.  There is also an option for custom annotation fields.
 
** If you require more annotation fields use this drop down.  There are default annotations listed.  There is also an option for custom annotation fields.
 
** Annotations can be individually set here.
 
** Annotations can be individually set here.
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=='''Step 4: Sample Annotation'''==
  
 
[[File:dna_order_8.png]]
 
[[File:dna_order_8.png]]
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** Once you are satisfied with your container configuration click ''Next Step(Select Services)''
 
** Once you are satisfied with your container configuration click ''Next Step(Select Services)''
  
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=='''Step 5: Sample Containers'''==
 
[[File:dna_order_9.png]]
 
[[File:dna_order_9.png]]
  
 
* Provide services details and click on ''Next Step(Billing Information) >>''
 
* Provide services details and click on ''Next Step(Billing Information) >>''
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=='''Step 6: Select Services'''==
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''Select the service to be performed on your samples from this drop down''
 
''Select the service to be performed on your samples from this drop down''
  
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* Provide the "Billing Information" and click on ''Next Step(Review Order) >>'' to proceed
 
* Provide the "Billing Information" and click on ''Next Step(Review Order) >>'' to proceed
  
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** This is an invoice payment option. If you would like to have an invoice sent to the selected recipient, simply enter in a percentage of the total bill you would like to allocate.
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=='''Step 7: Billing Information'''==
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* This is an invoice payment option. If you would like to have an invoice sent to the selected recipient, simply enter in a percentage of the total bill you would like to allocate.
 
** Select the PeopleSoft number you will be billing your services to.  
 
** Select the PeopleSoft number you will be billing your services to.  
  
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* Click on ''Submit Order>>'' for order submission.
 
* Click on ''Submit Order>>'' for order submission.
  
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=='''Step 8: Order Confirmation'''==
 
[[File:dna_order_12.png]]
 
[[File:dna_order_12.png]]
  

Revision as of 19:27, 11 July 2016


Step 1: Create a batch

  • Navigate to Batches -> New Batch

Note: Genotyping Orders can be created only if study exists

  • Click on the link "New Order" in the table for the study for which a batch is to be created.

Dna order 1.png

  • Select the type of order to be placed with the help of 2 radio buttons for “ABI -3730 Platform” or “Illumina Genome Analyzer” platform.

For Ordering Services on "ABI-3730 Platform", follow the below steps

Dna order 2.png


Step 2: Batch Definition

  • Provide the batch details in the “Batch Definition” page. Provide the batch name, and Sample Type. Say, Batch Name is “Seq_Batch_1” and Sample Type “is “DNA” from the drop-down.
  • DNA Plate Submission: Click 'Download Template' and save the Excel template to your computer.

Dna order 3.png

  • Fill in the details in file.

Dna order 4.png

  • Example sample excel file
    • To fill out this excel sheet with information regarding the samples that you will be submitting
    • ‘Sample Identifier’ must be unique. Sample identifier should only contain numbers, letters, dash, underscore, parentheses, period, and space
    • ‘Plate Label’ should be the same for all samples being submitted on the same plate. If samples are in tubes, each tube label must be unique.
    • Fill in the ‘Well’ column only if you are submitting a plate
    • If you wish to add annotation fields you can do so under the ‘Add additional annotation columns here’ heading.
    • All Other fields are optional but it is recommended that you take the time to fill out these fields now so that they are pre-filled during the following steps.
    • Return to the GIGPAD browser window and click ‘Upload’.

Dna order 5.png

  • To upload DNA sample file for new batch:
    • Click ‘Browse’, a dialog should appear, navigate to the location where the excel sheet you just created is stored. Select the file.
    • Click ‘Upload Files’.
    • Once upload is done, the number of samples should appear in the ‘Number of Samples’ text box
    • Click on “Next Step (Sample Description)”.


Step 3: Sample Description

Dna order 6.png

Note: If you filled out the fields in the excel sheet all these fields should be pre-filled. You can edit the values on this screen

  • "Sample Description" screen is displayed.
    • Edit the sample name
    • Edit quantity values for individual samples or use the drop down to change the unit of measurement
    • Edit concentration values for individual samples or use the drop down to change the unit of measurement.
    • Edit volumes for individual samples or use the drop down to change the unit of measurement
    • Once data for all samples has been configured to your liking, click Next Step(Sample Annotation).

Dna order 7.png

  • Provide "Sample Annotation" details if required and click on Next Step(Sample Containers)
    • Use the speed annotation tool to annotate multiple samples at once. Select annotations from the drop down boxes, and then select the samples in the text box, which the annotations should be applied to, and press ‘Assign To Selected’. Or simple press ‘Assign To All’.
    • If you require more annotation fields use this drop down. There are default annotations listed. There is also an option for custom annotation fields.
    • Annotations can be individually set here.


Step 4: Sample Annotation

Dna order 8.png

Note: If you filled out the well fields in the excel sheet all these fields should be prefilled. If you wish, you can use this screen to edit any values.

  • "Sample Containers" screen is displayed.
    • Select the way in which samples will be sent the center
    • If you wish to send samples on multiple 384 well plates, enter an name for the plate and click 'Add'
    • You can individually edit sample locations here
    • Once you are satisfied with your container configuration click Next Step(Select Services)


Step 5: Sample Containers

Dna order 9.png

  • Provide services details and click on Next Step(Billing Information) >>


Step 6: Select Services

Select the service to be performed on your samples from this drop down

Dna order 10.png

  • Provide the "Billing Information" and click on Next Step(Review Order) >> to proceed


Step 7: Billing Information

  • This is an invoice payment option. If you would like to have an invoice sent to the selected recipient, simply enter in a percentage of the total bill you would like to allocate.
    • Select the PeopleSoft number you will be billing your services to.

Dna order 11.png

  • Review your order. If you are satisfied with your order click 'Submit' otherwise the 'Previous' button to go back and edit your order. Or use 'Save and Finish Later' to return to your order at a later time (Your order will be saved in the browse window).
  • Click on Submit Order>> for order submission.


Step 8: Order Confirmation

Dna order 12.png

  • Click on the link "here", to generate a printer-friendly version of the order confirmation.

Dna order 13.png

  • Print the order confirmation
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